Actions in Workflow Studio for calling the ERP system

A Use ERP Data action is automatically available in Workflow Studio after installing ERP Canvas.

The Use ERP Data action enables you to use ERP data outside of ERP Canvas for other processes. For example, you could create a task or an incident based on ERP data using the Use ERP Data action.

After you're done creating and managing your model in ERP Canvas, go to Workflow Studio and use the Use ERP Data action to test your model's inputs and outputs.

When you test the action, you must specify the model you're using, which fields to read or update, and the ERP system. For more information on the action, see ERP Canvas Use ERP Data action details for flows.

Using parameters to filter data requests

After you successfully test the Use ERP Data action, build a flow that uses that action to retrieve or update the specified data in the ERP system.

When you add the Use ERP Data action to a flow, you can specify any Mandatory Field(s) and Optional Field(s) defined as inputs when you managed the model. Required and optional fields must already be configured as required and optional input parameters.

If you select a field that was defined as a parameter for the system query, you can then enter a value to filter on. For example, if you build a flow that uses the Use ERP Data action and specify the SAP Stock Movement model, you can select iseg_fiscal_year as a required field, and then enter a year to filter the data returned, for example 2023.

Process for building flows to retrieve ERP data